At Cash Flow Club , we focus on businesses with strong cash generation, ideally with a wide moat and significant durability. When these companies are bought at the right time, that can be highly rewarding for us. If you are interested in joining our community, start right here !He is a contributing author for the investing group Cash Flow Club where along with Darren McCammon, they focus on company cash flows and their access to capital. Core features include: access to the leader’s personal income portfoli ...

At Cash Flow Club , we focus on businesses with strong cash generation, ideally with a wide moat and significant durability. When these companies are bought at the right time, that can be highly rewarding for us. If you are interested in joining our community, start right here !He is a contributing author for the investing group Cash Flow Club where along with Darren McCammon, they focus on company cash flows and their access to capital. Core features include: access to the leader’s personal income portfoli ...

Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials, and most are 5 stars. Nothing to lose with our FREE 2-week trial .Don't worry, this article isn't about AI. As important as this topic may be, it's time for a little detour. However, it's still based on something I wrote in most AI-focused articles, as I noted that the market is likelyAnalyst’s Disclosure:I/we have a beneficial long position ...

Group 1 - The article discusses various investment opportunities and strategies, emphasizing the importance of in-depth research in sectors such as REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs [1] - It highlights the author's use of impactful language in titles to attract attention to significant market shifts and investment opportunities [1] - The article mentions a beneficial long position in shares of specific companies, indicating a personal investment interest that may influence the analysis presented [1] Group 2 - The disclosure emphasizes that past performance does not guarantee future results, indicating a cautious approach to investment recommendations [2] - It clarifies that no specific investment advice is being provided, and opinions expressed may not represent the views of the entire platform [2] - The article notes that the analysts contributing to the platform may not be licensed or certified, which could affect the credibility of the investment insights shared [2]

Group 1 - The article emphasizes the significant focus on artificial intelligence in discussions throughout the year [1] - It highlights the importance of in-depth research on various investment vehicles including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs [1] Group 2 - The content does not provide specific financial data or performance metrics related to companies or industries [2]

Group 1 - The article promotes iREIT on Alpha as a source for in-depth research on various income alternatives including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs [1] - It highlights the positive feedback from users, with 438 testimonials, most rated 5 stars, indicating high satisfaction with the service [1] Group 2 - The article includes a disclosure from the analyst stating a beneficial long position in several companies, which may influence the analysis presented [2] - It clarifies that the opinions expressed are those of the author and not influenced by compensation from any mentioned companies [2] Group 3 - Seeking Alpha emphasizes that past performance does not guarantee future results, indicating a cautionary stance on investment outcomes [3] - The platform notes that it does not provide personalized investment advice and that views expressed may not represent the entire organization [3]

Core Insights - Las Vegas is currently experiencing one of the worst periods for visitor numbers in the past 22 years, indicating a significant contraction in tourism [1]. Group 1 - The article highlights a chart that illustrates the decline in Las Vegas visitors, emphasizing the severity of the current downturn [1].

Group 1 - The article discusses the inadequacy of Social Security for a decent retirement and suggests alternative retirement plans [1] - It highlights the importance of exploring various income alternatives such as REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs for retirement planning [1] Group 2 - The article emphasizes the need for in-depth research on investment options to secure financial stability in retirement [1]

Group 1 - AGNC Investment Corp. is scheduled to release its second quarter earnings results on July 21st, which is anticipated to be significant due to the mREIT's yield profile and various emerging inflection points [1] - The investment fund Pearl Gray specializes in systematic analysis, focusing primarily on Bonds, Preferreds, and REITs, with a primary emphasis on the Financials and Real Estate sectors [1] Group 2 - The mission of Pearl Gray is to discover actionable total return ideas that integrate rigorous academic theories, practical experience, and common sense [1]

Core Insights - Orchid Island Capital, Inc. (ORC) estimates a net loss of 29 cents per share for Q2 2025, primarily due to losses on residential mortgage-backed securities (RMBS) and derivative instruments [1][9] - The estimated book value per share is $7.21, reflecting a 15.9% year-over-year decline, with a negative total return on equity of 4.7% as of June 30, 2025 [2][9] Financial Performance - As of June 30, 2025, Orchid's RMBS portfolio value is estimated at $6.9 million, indicating a challenging quarter due to net realized and unrealized losses [3][9] - Over the past three months, ORC shares have increased by 18.6%, outperforming the industry growth of 14% [7] Competitive Landscape - AGNC Investment focuses on leveraged investments in Agency RMBS, with a portfolio value of $70.5 billion as of March 31, 2025, and a tangible net book value of $8.25 per share [5] - Annaly Capital Management primarily invests in Agency mortgage-backed securities, holding $75 billion in Agency MBS as of March 31, 2025, with a book value per share of $19.02 [6] Valuation Metrics - Orchid trades at a forward price-to-tangible (P/TB) ratio of 1.03X, which is above the industry average of 1X [10] - The Zacks Consensus Estimate for ORC's earnings in 2025 and 2026 suggests significant year-over-year increases of 394.4% and 24.5%, respectively [13]